Registered Investment Advisor
FINANCIAL TRUST ASSET MANAGEMENT
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Join Financial Trust Asset Management — Where Advisors Grow Together
Empower Your Advisory Career with Financial Trust Asset Management
Financial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisors with books of business to join our growing team. With offices in Boca Raton and Lakewood Ranch, Florida. FTAM offers a dynamic environment for professionals who value independence, research-driven investment management, and client-first service. Why Join FTAM
- Competitive compensation & benefits packages designed for growth.
- Multi-custodian flexibility — client assets are currently custodied with Charles Schwab & Co. , Goldman Sachs
- Access to Financial Trust Research Partners LLC (FTRP)— our affiliated proprietary research platform delivering institutional-quality insights and tools for your practice.
- Comprehensive client solutions through our service affiliations with certified public accounting firms , integrating financial planning, investment management, and tax preparation in a seamless team-based approach.
FTAM’s investment philosophy is built around a Core and Explore framework — blending index , smart beta , and active strategies . We provide our clients both ETF and SMA based models. Since 2001 , our firm has managed quantitative investment strategies designed to deliver a disciplined approach across market cycles. We specialize in separately managed account (SMA) strategies utilizing our proprietary, award-winning models . Work with a PSN Top Gun Award winning investment manager – 4th quarter 2025 awards.
The PSN Top Gun Award is issued by PSN based on proprietary criteria including performance and risk metrics over a specified period. Financial Trust Asset Management did not pay compensation for this award. Past recognition is not indicative of future results.
Your Opportunity
At FTAM, we believe advisors thrive when supported by innovative research, collaborative teams, and the freedom to focus on client success. If you’re ready to take your practice to the next level, we’d love to speak with you. ???? Contact:
Joseph Hage, President
Phone: View phone number on us.fitly.work
Email: View email address on us.fitly.work
Financial Trust Asset Management
Registered Investment Advisor
Boca Raton, FL | Lakewood Ranch, FL |
Disclaimer:
Investment advisory services are offered through Financial Trust Asset Management, an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.
Flexible work from home options available.
Vacancy posted 18 days ago
Similar jobs that could be interesting for youBased on the Registered Investment Advisor in Boca Raton, FL vacancy
$110k - $120k
...Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations... ...enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource across operations, HR...SuggestedFull timeEnterprise Recruiting Company
Boca Raton, FL15 days ago- Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients,... ...families, and institutions. We are looking for motivated Wealth Advisors to join Beacon Pointe in various locations across the...Suggested
- PNC's Private Bank seeks a Senior Investment Advisor to deliver sophisticated wealth solutions in Palm Beach, FL. You will advise on complex portfolios, monitor performance, and collaborate with specialists to optimize client outcomes while growing assets under management...Suggested
- Bank of America in the United States seeks a Financial Advisor to deliver comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to partners, meet clients to review goals, build financial plans, and recommend brokerage...SuggestedWork at office
- ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing... ...management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Deerfield Beach, FL1 day ago - PNC's Private Bank in Palm Beach, FL, seeks an Investment Advisor Sr to deliver sophisticated investment guidance and expert portfolio management. You will build lasting client relationships, translate objectives into strategies, and drive growth within the client base...Work at office
$223k - $335k
...InformationFINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related... ...veterans.2026 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc...Full timeTemporary workFor contractorsFor subcontractorWork at officeLocal areaImmediate start- ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage... ...employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing....Temporary workWork at officeMonday to FridayRotating shiftDay shift
Bank of America
Boca Raton, FL1 day ago - ...minded with client-facing certainty. Our Advisors have access to a dedicated support... ...products and services including insurance, investments, and fee based financial planning.... ...through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate...
Evershore Financial Group
Boca Raton, FL5 days ago - ...Ameriprise Financial in Boca Raton, FL seeks a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and handling client interactions to deepen relationships. This role involves preparing meeting...
Ameriprise Financial
Boca Raton, FL9 hours ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement... ...) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and...Full timeContract workFor contractorsWork at officeUnavailable
Boca Raton, FL3 days ago- A leading investment firm in Boca Raton, FL is seeking an Investment Analyst and Associate for its SPAC deal team. In this role, you will evaluate and analyze SPAC and M&A transactions across sectors, with opportunities to engage closely with management teams and drive...
- ...to the company's success. As a Financial Advisor within PNC Wealth Management, you will... ...on helping clients meet their savings, investing and retirement goals. Our team of financial... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Boca Raton, FL3 days ago - ...Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (... ...: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical... ...comprehensive financial plans that include investments, insurance, and retirement....Temporary workWork at officeFlexible hours
Barish Financial - Northwestern Mutual
Boca Raton, FL3 days ago - ...shareholders. The company provides insurance, investment, and financial-planning solutions... ...potential Managing Director & Financial Advisor - Irene Barish Irene has been with... ...as a Pediatric Intensive Care Unit Registered Nurse experience that shaped her approach...Temporary workWork at officeFlexible hours
Barish Financial - Northwestern Mutual
Boca Raton, FL23 days ago $200k - $225k
Description The best advisors are more than portfolio managers — they are the confidantes... ...planning, tax and estate planning, investment management, and asset allocation — with... ..., Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los...Work at office- ...experience. What We Offer: Competitive Advisor Funding : Transition assistance for... ...to help you thrive. Make your smartest investment yet—apply here directly to learn more about... ...through Cetera Investment Advisers LLC, a registered investment adviser. 2301 Rosecrans Ave,...Full time
- Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in Boca Raton, FL to support high producing advisors by preparing portfolio materials and conducting investment research. You will manage client interactions, help build financial plans,...
- Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients,... ...institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset...
- .... This person will work on our Operations team, report to the Director of Operations and will focus on primarily on underwriting investment properties. To successfully occupy this role, you must be very detail oriented and have the ability to work in an extremely robust...Work at office
LendingOne, LLC
Boca Raton, FL1 day ago - ...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage... ...employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...investigations. Promote a culture of resident/patient safety and continuous improvement. Qualifications Required: Active Florida Registered Nurse (RN) license required; Licensed Practical Nurse (LPN) candidates with strong risk management experience will be...Interim roleWork at officeLocal area
Catholic Health Services
Deerfield Beach, FL1 day ago $300k
INVESTMENT FUNDS ASSOCIATE ATTORNEYInvestment Management & Funds Practice GroupOpen to Multiple Locations…list found at the bottom of this... ...manage complex matters independently and serve as a trusted advisor to sophisticated clientsExcellent oral and written...Work at office- ...of comprehensive wealth management and investment products and services for individuals, companies... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...loan mortgage originations must register with the federal registry system and remain...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A growing property management company in Deerfield Beach, FL, is seeking a Portfolio Property Manager. This role is ideal for candidates who have recently passed their CAM license and are looking to build a career with a local company. Responsibilities include managing ...For contractorsLocal area
- Portfolio Property Manager - Deerfield beach FL Growing property management company seeking a Portfolio Property Manager. Immediate start. Stepping-stone opportunity for candidates who have recently passed their CAM license. Ideal for someone interested in building a career...For contractorsLocal areaImmediate start
- ...The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing...Local area
JM Family Enterprises
Deerfield Beach, FL1 day ago $120k - $150k
...upside. Noble Capital Markets, a full-service middle-market investment banking firm with over 40 years of experience, is seeking a... ...on emerging growth companies. As a FINRA and SEC licensed and registered broker-dealer Noble provides institutional-quality equity research...Noble Capital Markets, Inc.
Boca Raton, FL18 days ago- ...network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and... ...affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, **Member SIPC**...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Boynton Beach, FL1 day ago - ...protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Pompano Beach, FL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Investment Advisor. Be the first to apply!
Related searches
- investment consultant Boca Raton, FL
- investment advisor Boca Raton, FL
- property investment Boca Raton, FL
- investment accountant Boca Raton, FL
- investment Boca Raton, FL
- real estate investment Boca Raton, FL
- investment coordinator Boca Raton, FL
- community investment Boca Raton, FL
- investment operations Boca Raton, FL
- investment strategist Boca Raton, FL